(JQUA) JPMorgan U.S. Quality Factor - NYSE

ETF Category: Large Blend | Exchange: NYSE (USA) | Market Cap: 8.015m USD | Total Return: 23.3% in 12m

U.S. Equities, Large-Cap Stocks, Mid-Cap Stocks
Total Rating 61
Safety 44
Buy Signal 0.10
Large Blend
Category Rotation: -9.4
TER: 0.12%
AUM: 8.01B
Avg Turnover: 45.8M
Risk 3d forecast
Volatility16.0%
VaR 5th Pctl2.97%
VaR vs Median3.02%
Reward TTM
Sharpe Ratio1.47
Rel. Str. IBD59.6
Rel. Str. Peer Group70
Character TTM
Beta0.840
Beta Downside0.864
Hurst Exponent0.472
Drawdowns 3y
Max DD16.81%
CAGR/Max DD1.19
CAGR/Mean DD10.44

Warnings

No concerns identified

Tailwinds

Supp Ema20

Description: JQUA JPMorgan U.S. Quality Factor

The JPMorgan U.S. Quality Factor ETF (JQUA) is a rules-based fund that targets U.S. equities exhibiting high-quality fundamental characteristics. It mandates that at least 80% of its net assets, including borrowings for investment purposes, be invested in securities within its underlying index. This strategy focuses on companies with strong balance sheets and consistent earnings, which often provides a defensive buffer during periods of market volatility.

The fund operates within the Large Blend category, typically diversifying across various sectors to mitigate concentration risk. Quality-factor investing often prioritizes businesses with high returns on equity and low debt-to-capital ratios. For a deeper look into how these quality metrics compare across different market cycles, consider reviewing the data on ValueRay.

Headlines to Watch Out For
  • Corporate profitability and return on equity drive quality factor performance
  • Federal Reserve interest rate policy shifts impact constituent borrowing costs
  • Equity market volatility influences fund inflows and asset management fees
  • Relative performance of mega-cap technology stocks dictates index tracking error
What is the price of JQUA shares?

As of June 20, 2026, the stock is trading at USD 71.42 with a total of 343,352 shares traded.
Over the past week, the price has changed by +1.33%, over one month by +4.55%, over three months by +15.26% and over the past year by +23.29%.

Is JQUA a buy, sell or hold?

JPMorgan U.S. Quality Factor has no consensus analysts rating.